Investment Tracker Template

Manage your investment portfolio from Notion: live stock prices, balances, profit/loss returns, and more
About this template

Your investments may span across many different services, and it can be hard to get the full picture. By bringing these into Notion you can manage everything from one place, and extend it however you want!

This template lets you log transactions and automatically calculates your portfolio holdings, balances, profit/loss, and more. The template also comes with a guide to setup live stock prices (for free).

About this creator

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